+2,490.2%
NVDL vs IQV
+18.4%
+2,471.7%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.7% | -1.9% | -1.0% |
| 7D | -10.3% | -2.2% | -8.1% | -9.3% |
| 30D | -7.1% | +8.3% | -15.4% | -10.8% |
| 3M | +6.6% | +44.6% | -38.0% | -14.6% |
| 6M | +21.1% | +52.6% | -31.5% | -7.0% |
| YTD | +15.2% | +16.1% | -0.9% | +4.2% |
| 1Y | +18.8% | +37.3% | -18.5% | -5.4% |
| 3Y | +649.9% | +21.6% | +628.3% | +539.2% |
| All | +2,490.2% | +18.4% | +2,471.7% | +2,198.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IQV.
Daily Out/Under-Performance
Portfolio return minus IQV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IQV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded IQV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling